06/17/2015
Persistent Industry Challenges and Needs of Younger HNWIs Are Changing the Role of Wealth Managers
Wealth managers and firms need to evolve to meet the complex needs of their clients or risk losing business
06/17/2015
Wealth managers and firms need to evolve to meet the complex needs of their clients or risk losing business
06/16/2015
Westpac, one of Australia's big four banks, has announced it will pare its stake in wealth manager BT Investment Management as it continues its drive to shore up capital.
06/16/2015
You want to become a private banker, you want to manage your own clients in Asia’s rapidly expanding wealth sector.
06/16/2015
UBS is expanding its wealth management portfolio in Hong Kong and opening a new office in Kowloon and the New Territories to attract entrepreneurs
06/15/2015
Ultra-premium cards offer high-end services. But you have to be invited to own one.
06/15/2015
Incoming StanChart chief faces difficult choices in turning the business around before its major shareholder loses patience and decides to sell
06/15/2015
UBS is expanding its wealth management business in Kowloon and the New Territories, having signed a lease on a new office at One Peking Road in an effort to woo wealthy entrepreneurs.
06/15/2015
Hong Kong’s wealth management market could expand by 30 percent in three to five years amid cross-border stock trading links and mutual recognition of funds, according to a senior UBS official.
06/15/2015
The needs and attitudes of these investors are reflected in data that shows fewer than half of Australia's high-net-worth investors have a private banker.
06/15/2015
A Portal to match affluent and high net worth clients with wealth management firms is being rolled out this week
06/15/2015
A PORTAL to match affluent and high net worth clients with wealth management firms is being rolled out this week, called findawealthmanager.com.
06/12/2015
The bank enjoyed a decade of unbroken profit growth until 2013
06/11/2015
South-East Asia's economic boom is resulting in the emergence of a new middle class, heralding vast opportunities for global wealth management
06/11/2015
Wealth management service provider, Integral Private Wealth, was established today by financial adviser, David Simon.
06/11/2015
That worked for 143 years, but the banking industry changed forever after the near meltdown in the global financial crisis
06/11/2015
As HSBC moves to reduce costs and reverse declining profits, it says Singapore will remain one of the group's priority markets in its pivot to Asia.
06/10/2015
Although independent wealth managers are far fewer in Hong Kong than Singapore, they still need a unified voice
06/10/2015
Yellow Brick Road is launching GURU, a robo-advice platform that generates a holistic financial "roadmap."
06/10/2015
Some large wealth managers feel the time is not ripe to start an onshore private bank in China, despite steps taken by Beijing to open up its financial services industry.
06/10/2015
Barclays offshore trust business is based in Jersey, Guernsey, the Isle of Man, the Cayman Islands, Singapore and Switzerland.